和邦生物(603077.SH):預計美國本次加徵關稅政策對公司基本無影響
格隆匯4月8日丨和邦生物(603077.SH)在投資者互動平臺表示,公司預計美國本次加徵關稅政策對公司基本無影響。 美國本次“對等關稅”政策,對於所有從中國進口的農藥製劑(海關編碼3808項下)均加徵34%的新關稅,但對草甘膦原藥進行了豁免。在這一關稅政策影響下,預計對美國的草甘膦製劑出口將有可能大規模轉變成爲原藥出口。公司草甘膦產品均爲草甘膦原藥,不生產製劑。 公司的出口產品包括雙甘膦、草甘膦和蛋氨酸,近幾年來自境外的收入雖不斷增長,但佔整體營收的比例仍然相對較小。其中,蛋氨酸產品主要銷區爲南亞、東南亞及歐洲,對美國出口的比例非常小,以2024年向美國出口蛋氨酸金額爲例,出口金額約爲10萬美元,佔公司全年銷售收入幾乎可以忽略不計;雙甘膦和草甘膦產品主要銷往南美洲、歐洲和澳洲,未向美國出口。而美國本身也爲草甘膦生產大國,其產能約佔全球草甘膦總產能的30%左右,出口量也較大。美國加徵關稅政策極有可能引發相應國家對等關稅措施,反而有助於提升公司草甘膦產品在全球非美國市場區域的價格競爭力。
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